ERO Partner

Talent Group

Tax business partnership for entrepreneurs building teams, attracting clients, and managing tax operations. Polished Talent Group provides software, training, compliance support, and growth systems.

Posted 8/18/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation and client management while fostering team development and business growth. Committed to ethical practices, client retention, and maintaining compliance with IRS guidelines.

Highest-signal resume keywords

Tax PreparationClient Relationship ManagementTeam LeadershipIRS ComplianceBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return PreparationClient Documentation ManagementDue Diligence RequirementsTax Business OperationsRevenue Growth Strategies

Soft Skills

LeadershipTeam BuildingCommunicationClient EducationCustomer Service

Industry Keywords

IRS GuidelinesTax IndustryConfidential Taxpayer InformationProfessional StandardsCommunity Engagement

About the role

Key responsibilities & impact

Build and maintain a personal tax client portfolio
Develop strategies to attract new clients and increase tax return volume
Promote the tax business through marketing, networking, and community engagement
Identify opportunities to expand services and increase revenue
Create plans for long-term business growth and client retention
Recruit and build a team of motivated tax preparers
Provide leadership, guidance, and support throughout tax season
Help preparers understand business expectations, client service standards, and performance goals
Create a positive team culture focused on growth, accountability, and success
Monitor team progress and support preparers in reaching their goals
Manage daily tax business operations
Oversee client workflow and tax season processes
Ensure client documentation is collected and maintained properly
Monitor submitted returns and funded return activity
Maintain organization and communication with the team and clients
Follow IRS guidelines, due diligence requirements, and professional standards
Promote accurate and ethical tax preparation practices
Maintain proper client records and documentation
Protect confidential taxpayer information and follow security procedures
Stay informed on tax updates, training requirements, and industry changes
Deliver excellent customer service and build lasting client relationships
Educate clients throughout the tax preparation process
Create a trusted experience that encourages repeat customers and referrals
Represent the tax business and Polished Financial professionally
Take ownership of goals, growth, and results
Use provided tools, training, and resources to maximize success
Continue developing as a tax professional, leader, and business owner

Requirements

What you’ll need

Experienced tax preparers ready to become business owners
Entrepreneurs looking to enter the tax industry
Existing business owners wanting to add tax preparation services
Leaders who enjoy building and developing teams
Motivated individuals ready to create an additional income opportunity
Ability to follow IRS guidelines, due diligence requirements, and professional standards
Ability to maintain proper client records and documentation
Ability to protect confidential taxpayer information and follow security procedures
Commitment to leadership, consistency, and building a tax business
One-time investment of $700 required for the partnership

Benefits

Comp & perks

Professional tax software access with secure client management tools
ERO onboarding and tax season preparation support
Bank product setup assistance to provide refund transfer options
Tax Preparer Training Academy access
Structured onboarding process for new tax preparers
Recruiting strategies
Interview templates, hiring guidance, and team development resources
Tax office operations training and business workflow guidance
Compliance training
Marketing strategies
Client acquisition and retention strategies
Business development resources
Leadership training
Weekly support, tax season updates, and continued guidance
Access to a community of entrepreneurs growing their tax businesses